Golden State Wealth Management’s Healthcare Realty HR Stock Holding History

Golden State Wealth Management’s Portfolio HR Stock Details HR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-1,557	Closed	-$26.3K	–	1614
2025 Q1	$26.3K	Buy	+1,557	New	+$25.9K	﹤0.01%	734
2020 Q2	–	Sell	-299	Closed	-$7K	–	504
2020 Q1	$7K	Buy	+299	New	+$9.03K	﹤0.01%	684
2019 Q4	–	Sell	-1,449	Closed	-$43K	–	437
2019 Q3	$43K	Buy	1,449 +21	+1%	+$587	0.01%	462
2019 Q2	$39K	Hold	1,428	–	–	0.01%	502
2019 Q1	$41K	Buy	+1,428	New	+$39.7K	0.01%	496

Other funds holding HR

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Starboard Value New York $4.57B AUM 4.97% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

RIM

Rush Island Management New York $1.49B AUM 4.65% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

AAMU

APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Golden State Wealth Management's HR Position: Q2 2025 in Review

Golden State Wealth Management sold out of Healthcare Realty (HR) in Q2 2025, closing a stake of 1,557 shares — an estimated $26.3K sold.

Golden State Wealth Management first reported a position in HR in Q1 2019 and held it in 5 quarters. The position peaked at $43K in Q3 2019. 409 funds tracked by Wall St. Rank hold HR as of Q2 2025.

Golden State Wealth Management reported no remaining Healthcare Realty position as of Q2 2025 after selling out during the quarter.
Golden State Wealth Management sold 1,557 Healthcare Realty shares in Q2 2025, an estimated $26.3K.
Golden State Wealth Management first reported a position in Healthcare Realty in Q1 2019 and held it in 5 quarters.
Golden State Wealth Management's Healthcare Realty position peaked at $43K in Q3 2019.
409 funds tracked by Wall St. Rank held Healthcare Realty as of Q2 2025.

Based on Golden State Wealth Management's 13F filing for Q2 2025, filed 6 Aug 2025.